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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,239 | $167,533-6.7% | $151,645+3.0% | $134,545+16.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -1.32% | 7.81%-9.1pp | 3.34%-4.7pp | 418.37%-419.7pp |
| Employer contribution / active EE | $3,005 | $6,828-56.0% | $6,165-51.3% | $4,742-36.6% |
| Participant deferral / active EE | $6,086 | $8,985-32.3% | $8,363-27.2% | $6,401-4.9% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |